IDFA Online Learning
Join Cathy as she shares some strategies and tactics to help you communicate and resonate more effectively and efficiently to help you grow your business in these markets.
Cathy began her career as an advisor in 1991 with MetLife and since then has held numerous leadership roles in the exclusive and independent advisor network.
Cathy & her team are leading FHG’s national and regional advisor and sales network leadership, development & education programs & conferences, delivering what’s important to today’s insurance and investment practitioners.
As the leader of Excel Private Wealth, Cathy is taking the regional based dealership nationally, to provide Mutual fund registered advisors with a full service independent mutual fund dealership.
Cathy is a CFP, a member of Advocis, and a member of LIMRA committees, and is a member of the Canadian GAMA board.